Kulea + Redtail CRM

Kulea + Redtail CRM integrations

Create new contacts in Kulea from newly created contacts in Redtail CRM

Effortlessly keep your contact lists up-to-date with this Redtail CRM to Kulea automation. When a new contact is created in Redtail CRM, this workflow will automatically create a new contact in Kulea, ensuring that your marketing and sales teams always have access to the latest information. Stay organized and never miss a beat by streamlining your contact management process with this seamless integration.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create New ContactCreate Kulea Contact.
ActionWrite

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More things you can do with Redtail CRM and Kulea

Discover other triggers and actions you can use with Redtail CRM and Kulea

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Email Bounced Event
Triggers when an email is bounced NB: This reports only 'hard' (permanent) bounces. If you prepend the Email Link field with "https://{account}.prod.kulea.marketing/email/" then you will have the full link to the email from which the contact unsubscribed. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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File Downloaded Event
Triggers when a file is downloaded. If you prepend "https://{account}.prod.kulea.marketing/" then you will have the link to the download. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Landing Page Visit Event
Triggers when a Landing Page is visited by a contact. If you prepend the Description field with "https://{account}.prod.kulea.marketing/pages/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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Webpage Visit
Triggers when a contact visits a webpage. The link to the page visited is in the Description field.
Trigger
Polling
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- Email
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Unsubscribe
Triggers when a contact unsubscribes. If you prepend "https://{account}.prod.kulea.marketing/email/" in the Email link field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Email Opened Event
Triggers when an email is opened by a contact. The link to the email is partially contained in the Email Link field. If you prepend "https://{account}.prod.kulea.marketing/email/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Form Completed
Triggers whenever a Form is completed by the contact. If you prepend "https://{account}.prod.kulea.marketing/pages/" to the Description field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Link Clicked Event
Triggers when a contact clicks on a link in an email. The link clicked is contained within the Link Click field - you may want to extract the url in another step using Zapier Transform>Text>Extract URL
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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- Email
  Required
- Forename
- Surname
Action
Write
- Email
  Required
- Forename
- Surname
Action
Search or write

About Kulea

Kulea is a marketing automation and personalisation platform build for SMEs.

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Marketing Automation

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier